Enter your idea

We are now looking at a new platform as this Company really does not give a **** about their customers requirements. The development team should be looking at what your customers really need not fancy stuff that will do no good for the end user. Xero will be losing our business by the end of this year and I hope others follow.

This cannot come soon enough. We’ve been asking for this for years, and if there’s no movement on automating customer statements soon, we will have no choice but to move to another provider. This is a basic function for any accounting platform, and the delay is beyond frustrating. Please make this a top priority before you lose more customers.

We are already paying a monthly subscription to Xero, we shouldn't have to pay a third party a separate monthly subscription for a basic task.

This should really be a regular feature, with many customers having to do this manually is not efficient at all.

It's surprising that Xero hasn't integrated this feature into their core code, especially since their message-service@post.xero.com email is currently being exploited to send spam with malicious payloads. The code I developed interacts with Xero's API when invoices are authorised. It requests the PDF, attaches it, and includes a link in the email with text that closely resembles the standard Xero template. The email is then sent using an App Registration in your Microsoft 365 tenant.

The process is straightforward. Anyone interested in using it will need to have Microsoft 365 (business, not personal). While I still need to write the web server setup guide, the setup for Xero and M365 is already complete. The setup is simple, and I've reviewed the AI-generated code thoroughly; everything looks fine (I have extensive experience with open-source projects).

I used AI to create the software to test its feasibility and effectiveness. As with all software, there are no guarantees it will be bug-free (please refer to any software's terms and conditions). However, after extensive testing, I am confident enough to release it to the community.

I've already reached out to Robert. If anyone else is interested in trying it out, I recommend setting up a Xero trial to evaluate the system. Once you're satisfied, you can transition to your main system.

Alternatively, you can integrate it with your Demo Company and, once you're confident, reauthenticate with your main Xero company.

I just find it amazing that Xero completely ignore comments made here for features (actually...it doesn't surprise me if you think about it).

All Xero and most other SaaS companies are now focused on seemingly locking in users and then gradually increasing the subscription over time to see where they can get to. All the while, the actual services offered and support go down in real terms.

I completely agree with the AI bot JAX...anything we seem to ask it to do, it cannot manage, then the things it can do aren't really any quicker than looking it up.

We have seen the same thing happen with our inventory system, prices have rocketed and yet the actual offering gets less and less.

Chris - we ae accountants and have raised how important this feature is, and yet they still don't listen! This should have been one of the first things Xero offered, it baffles me. They can soon implement price increases though!

A word of caution using the kindly offered app - AI generated code is notorious for glaring security holes and by using it you could unwittingly open yourself up to vulnerabilities/data breaches. Can you offer any reassurances Marc?

Hi Marc, Xero just dont give a sh1t anymore about users who aren't accountants their own AI bot in the product directs you here when you ask why it can't do anything! Can you share your GitHub repository? Would be a good place to put your code if you havent already you can also put a note that it addresses this long standing request and how hopeless Xero are. Really good of you to offer it out!

Hi Marc,

Its amazing how deaf Xero are to this and many other simple, but essential improvements that we are all asking for.

Amazing that you've created this program. I would be interested in trying it out. Can we discuss on email? robert.white@armstrongbell.co.uk

Kind regards,
Rob

Xero, please listen to your users and implement requests that they ask for.

This has been requested for years and you are ignoring these requests, A couple of companies have jumped in and are offering a paid for service that does what users have been asking the core system to do for years.

I wrote a very simple web app that solves the issue simply using AI, I have tested and I'm offering this to the community at no charge.

Xero please feel free to let me know if you would like to implement the code into your core system, its written in ASP.NET Core 8 C#.

For any other Xero users please feel free to reach out with your contact details and I will be more than happy to share the compiled code and install instructions. You will need a hosting package that supports ASP.NET Core 8 (most providers do), I'm happy to assist with the hosting if needed otherwise you can use your own provider.

For the time being I have only written this to send emails via an App Registration in Microsoft 365, If anyone wants this for Google Enterprise please let me know as it should be a simple change or addition in the code.

This ridiculous this simple functionality is not there and it isn’t getting bumped up

Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.

Looking at the comments on this thread it is disappointing to note that it is low on the development list.

Such a basic task that shouldn't require everyone to have to do it individually.

The attitude from Xero, and indeed from other software providers, appears to be they'll do it when they want.

I would suggest that this is sorted before customers move to another provider.

This is a task that we have to do every month for every customer. Automating this would save so much time.

Admin you do realise this has been a 10 year wait so far when you read the first comment on this one?

But more to the point what exactly is you development team actually building that’s being requested that justifies these latest price increases! You clearly don’t have a roadmap that answers customer requests for the last 10 yes 10 years

Last update was 2 years ago to say 'we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.'

Where is the real progress?

This is a basic accounting function for most business and should be integrated within the system.

Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term.

The above doesn't really seem like that's the case? It cannot be a priority when it's been asked for for more than 3 years, but still nowhere near being done.

This is a basic accounting function for most business and should be integrated within the system.

Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

Xero needs to see that there clients are asking for these feature for running business

It has been observed customers who are late with invoices shield themselves buy saying if your statement of account is not updated/accurate we don't or wont pay till it is. This can be overcome with enabling SOA reminders which collate ALL overdue invoices to one reminder. Even better if it can be stapled to new invoices still within terms.